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Create client file folder and link to record

Create client file folder and link to record

Your accepted intake records lack a prepared project folder, causing handoffs and file chaos for coordinators. Get a ready client folder and record link so your team can start work same day.

Create client file folder and link to record

Overview

Intake records marked accepted often sit without a prepared project folder, forcing coordinators to spend time creating structure and hunting for links. This flow provisions a ready client folder and appends the link to the record so coordinators can begin work same day.

Create client file folder and link to record